Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$514,610
-$60,672 QoQ
Shares Held
8,022
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#455
of 800 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026COMMERCE BANK holds $28,715,184 across 5 Insurance Brokers names. BRO ranks #5 (1.8% of the industry book) .
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,610 | 8,022 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $575,282 | 8,822 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $712,357 | 8,938 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $721,807 | 7,696 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $981,752 | 8,855 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,108,652 | 8,912 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $971,331 | 9,521 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,024,292 | 9,887 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $844,834 | 9,449 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $840,208 | 9,598 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $700,077 | 9,845 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $762,651 | 10,920 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $719,790 | 10,456 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $594,870 | 10,360 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $570,896 | 10,021 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $698,302 | 11,546 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $694,712 | 11,908 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $870,780 | 12,049 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $860,507 | 12,244 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $718,797 | 12,963 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $607,283 | 11,428 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $912,553 | 19,964 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $905,150 | 19,092 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $427,664 | 9,447 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||